WLPWM
DFS

Walled Lake Planning & Wealth Management’s Discover Financial Services DFS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-108
Closed -$4K – 342
2020
Q1 		$4K Hold
108
– – ﹤0.01% 243
2019
Q4 		$9K Buy
+108
New +$9K 0.01% 204